Every new New York business filing, every dayFinwell Benefits
dave finn, Registered Agent
Finwell Holdings LLC appears to be the holding entity for Finwell Benefits, a fee-only financial planning and wealth management firm based in Nashville, TN. The website emphasizes fiduciary guidance and technology-enabled custom financial plans. The LLC's registered address in Valley Stream, NY may be a separate office or registered agent location.
Filed October 16, 2025 · Valley Stream, NY · Nassau County
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New York Department of State, Division of Corporations · Entity 7735313 · Retrieved May 6, 2026
About Finwell Benefits
FINWELL HOLDINGS LLC filed in New York on October 16, 2025, as a wealth management firm based in Valley Stream. Owner Dave Finn filed personally as the registered agent. The domain was registered 10 years before filing, on August 27, 2015, through NameCheap, and its modern Wix site was first seen 202 days after filing. No annual report or EIN on file yet. We estimate revenue between $1 million and $10 million and 6 to 25 employees, with a brick-and-mortar footprint.
- Domain registered 10 years before filing, suggesting an established online presence.
- Owner filed personally as registered agent, indicating a small operation.
- First seen 202 days after filing, a typical gap for a service business.
- Modern Wix site with no annual report or EIN on file yet.
- Estimated revenue and employee ranges point to a small but established firm.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 78 new businesses registered in Valley Stream in October 2025, one of 3 financial services businesses.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Finwell Benefits registered?
Finwell Benefits was registered as LLC on October 16, 2025 in New York.
Where is Finwell Benefits located?
Finwell Benefits is based in Valley Stream, NY, 11580, in Nassau County.
What type of business is Finwell Benefits?
Finwell Benefits is classified as a financial services business (wealth management).
Does Finwell Benefits have an EIN on file?
No EIN was found on file for Finwell Benefits at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
4 companies similar to Finwell Benefits registered in Nassau County in the last 30 days
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